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Articles By Jason Heath, CFP:

Columns

Can Canadian seniors collect government benefits while still working?

Rose is transitioning to semi-retirement at 65, and wonders about the tax and clawback implications of receiving CPP and...

Can Canadian seniors collect government benefits while still working?

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Avoiding future interest is one way to look at your return on investment

Should Vince cash out his medical pension to pay down his mortgage, or keep it as an indexed $400...

Avoiding future interest is one way to look at your return on investment

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How to handle death inside a joint investment account

After Vee’s father passed away, her advisor made some transactions that she’s now questioning.

How to handle death inside a joint investment account

Columns

How to calculate capital gains and losses on rental property

Chris’s rental property used to be his principal residence. After enduring some bad tenants, he’s looking to sell

How to calculate capital gains and losses on rental property

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An easy guide to income splitting for seniors

Cindy and her husband are looking for strategies to help them save on taxes in retirement.

An easy guide to income splitting for seniors

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The ins and outs of tax and estate planning for a RRIF

81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death

The ins and outs of tax and estate planning for a RRIF

RESPs

Can I have a multi-generational RESP?

If money is left over in your child's RESP you can in theory use it for your future grandkid's...

Can I have a multi-generational RESP?

Retirement

How to avoid a pension clawback from a one-time event

Mike wants to know what can be done to avoid a reduction in government pension income due to a...

How to avoid a pension clawback from a one-time event

Financial Planning

The best way to transfer investments to your spouse

Dean has investments that he wants to transfer to his spouse. There are tax implications depending upon how the...

The best way to transfer investments to your spouse